+7,765.4%
AMD vs APO
+837.1%
+6,928.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.7% | -10.5% | -9.7% |
| 7D | +18.9% | +5.8% | +13.2% | +15.6% |
| 30D | -6.4% | +8.9% | -15.3% | -10.8% |
| 3M | +10.6% | -13.6% | +24.2% | +18.7% |
| 6M | +19.9% | -5.4% | +25.3% | +21.6% |
| YTD | +149.4% | -13.6% | +163.0% | +160.8% |
| 1Y | +115.4% | -2.5% | +117.9% | +110.0% |
| 3Y | +357.3% | +50.9% | +306.4% | +240.6% |
| 5Y | +261.1% | +81.4% | +179.7% | +139.2% |
| All | +7,765.4% | +837.1% | +6,928.3% | +2,245.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded APO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling